Twilio + Hubspot CRM + Sendgrid integration

Use Autopilot to create journeys that use the Twilio, Hubspot CRM and Sendgrid integrations.

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Marketing Automation ideas to integrate Twilio, Hubspot CRM and Sendgrid.

New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Send Twilio SMS

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HubSpot CRM Deal Stage Match to Send Twilio SMS to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Send Twilio SMS to Update HubSpot CRM Deal Stage

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Twilio SMS Received to Update HubSpot Contact Field to Send Twilio SMS

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HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Send Twilio SMS

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HubSpot CRM Contact Field Match to Send Twilio SMS to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Send Twilio SMS to Update HubSpot Contact Field

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New HubSpot CRM Contact to Send Twilio SMS to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Send Twilio SMS

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HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Send Twilio SMS

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Twilio SMS Received to Update HubSpot Contact Field to Send Sendgrid Transactional Email

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New HubSpot CRM Contact to Send Twilio SMS to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Send Twilio SMS to Update HubSpot Contact Field

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Twilio SMS Received to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Twilio SMS Received to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Send Twilio SMS

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Twilio SMS Received to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Send Twilio SMS

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New HubSpot CRM Contact to Update HubSpot Contact Field to Send Twilio SMS

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Twilio SMS Received to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

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Showing 20 journey ideas for Twilio, Hubspot CRM and Sendgrid

About the Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

About the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

About the Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Hubspot CRM integration and the Sendgrid integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Twilio, Hubspot CRM and Sendgrid.